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Administrative Assistant Office Manager

Location:
Queens, NY
Posted:
April 17, 2024

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Resume:

Jeanette Kinstel

347-***-****

ad42nr@r.postjobfree.com

Objective: Organized and self-sufficient professional looking to leverage office administration experience and skills in documentation and database management towards supporting a company's mission and productivity goals

National Compressor Exchange, Inc., Queens, NY 04/2017 – Present

Office Manager/Administrative Assistant

Onboarded ERP Accounting System from DOS System to Windows System

Create and maintain levels of access for Accounting System

Trained employees on new Accounting System

Backup support to Accounts Payable & Receivable Specialist

Liaison to external IT Consultant

Review and update pricing on products in Accounting System

Schedule meetings for President and CEO

Plan company Board and Staff meetings, prepare agendas, and process meeting minutes.

Responsible for initiating and monitoring utilities for three buildings.

Setup and complete documentation to participate in Government bids for Remanufacturing of Air Conditioning and Refrigeration Compressors

Generate and update annual contracts for customers, negotiate pricing and availability on products

Developing and implementing policies by setting up procedures and standards to guide the office’s daily operation.

Organized orientation and training of new office staff members.

Collecting and sending out tools for calibration

Quarterly auditing of calibrated tools

Purchasing factory and office supplies from vendors

Write up of employee reviews/feedback and schedule follow-up discussions.

ISO – management tool used to evaluate; confirm & verify activity related to quality control.

Verify company’s quality management system complies with ISO standards and meets the quality objectives of the business to obtain ISO certification.

BNY Mellon, New York, NY 03/2003 - 11/2016

Project Manager – Vice President – Team Leader – AVP/Assistant Manager

Assisted Service Directors with platform migrations.

Prepared client welcome packages

Coordinated meetings with clients to review progress of transformation initiatives.

Coordinated with technology departments client account coding.

Coordinated all training requirements for client base.

On-boarded and trained Client Service teams on internal platforms

Assisted Risk Manager by conducting semi-annual internal audits.

Updated Line of Business Policies and Procedures

Coordinated, created, and published departmental Policies and Procedures on SharePoint

Performed due diligence and oversight functionalities to improve workflow and reduce errors.

Managed a staff of 14 Custody professionals and approve various securities and cash they process on behalf of mutual fund clients.

Interfaced daily with fund managers (clients and investment managers), accountants and sub-custodians (domestic and international) advising of any settlement issues and aiding in their resolution, including intra-day liquidity and funding issues.

Oversaw client accounts’ day-to-day operations including trade settlements (both domestic and global), principal and interest payments, interest rate swaps, Repurchase Agreements (Tri-Party and regular REPOs), Money Market Instruments and Commercial Paper.

Managed cash / treasury positions of client accounts, approve outgoing USD cash wires via the Fed / Chips system, analyze and report on the rate of return of the cash's Short-Term Investment / Cash Reserve Funds.

Assisted administrators in balancing currency accounts via foreign exchange or outgoing / incoming payments via SWIFT.

Facilitated clients' access to the Bank's online reporting / instruction system (WORKBENCH) and provide ad-hoc, customized reporting when necessary.

Co-managed a Mutual Fund client group, a staff supervisory function allowing authorization of inter-bank monetary transactions in excess of $1 billion.

Managed and resolved daily cash variances, asset breaks, and on-line inquiries specifically related to principal / interest accrual calculations / breaks and report findings to the client.

Communicated with client and Bank’s Operations’ areas to facilitate processing of relevant domestic / global daily work and inquiries including, but not limited to, settlements, cash / stock dividends, principal / interest payments, and reorganizations / corporate actions.

Skills: Proficient in Microsoft Office, Excel, PowerPoint, WebEx, Zoom, Skype, Concur T&E, SharePoint



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